tag:blogger.com,1999:blog-7944902213075756335.post4555722257439051501..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): LMIR: An unimpressive 4Q 2012.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-7944902213075756335.post-17595508331271749612013-02-12T10:51:49.299+08:002013-02-12T10:51:49.299+08:00Hi Poh Soon,
I am sure you have given the matter ...Hi Poh Soon,<br /><br />I am sure you have given the matter much thought and made the best decision for yourself. :)<br /><br />For sure, there is nothing wrong with locking in gains and beefing up our war chests. We don't always have to think of how to maximise returns.<br /><br />Thank you for sharing your decision which has given me something to ruminate on. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32664474969501523372013-02-12T10:27:58.202+08:002013-02-12T10:27:58.202+08:00Obviously current yield is still high compared to ...Obviously current yield is still high compared to bank interest. However, as I still have relatively huge holding on other REIT with yields more than 6% in my perspective. i had deem that it would be a better choice for me to divest most of my LMIR holding.Poh Soonhttps://www.blogger.com/profile/13133793415765270549noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-60121906229800073352013-02-09T20:22:04.706+08:002013-02-09T20:22:04.706+08:00OCBC Research is of the opinion that the REIT'...OCBC Research is of the opinion that the REIT's efforts to reduce total property expenses by engaging a third party to co-manage its malls would help to improve results in FY2013.<br /><br />This could help bump up DPU to 3.6c to 4.5c in FY2013.<br /><br />Do I think this would come to pass? I can only hope that it would.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-55790385194966506032013-02-09T19:55:18.089+08:002013-02-09T19:55:18.089+08:00Hi Poh Soon,
Selling at 53c would mean giving up ...Hi Poh Soon,<br /><br />Selling at 53c would mean giving up a distribution yield of some 5.58%.<br /><br />For sure, a 5.58% distribution yield is nothing to shout about but I want to make sure I am able to put the money released to good use.<br /><br />If I am able to do this, I am considering at least reducing my exposure to the REIT by half.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-78190339379459529932013-02-09T18:42:22.872+08:002013-02-09T18:42:22.872+08:00Seeing the unimpressive result, I had queued to se...Seeing the unimpressive result, I had queued to sell off most of my LMIR holding @ .525 and .53 separately, which had been filledPoh Soonhttps://www.blogger.com/profile/13133793415765270549noreply@blogger.com